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Financial Adviser jobs in Hartley Wintney

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    • Provide administration support to financial advisers and the wider financial planning team.
    • Minimum 2 years’ experience in IFA, financial planning or relevant…
    • Experience processing new business for financial advisers.
    • 1+ years’ experience in a financial services administration role (Required).
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    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • Experience within insurance, financial services, banking, retail sales or account management.
    • Sales & Service Advisor – Bespoke & Commercial Insurance*.
    • You will provide whole-of-market mortgage and protection advice, manage clients from enquiry through to completion, and build long-term relationships with…
    • Work collaboratively with the wider adviser team and utilise orphan clients.
    • Salary:* £25,000 - £35,000 basic + £200 per month car allowance + tiered commission…
    • Self-Employed Mortgage Advisor (Leads Provided + Full Admin Support).
    • £70k - £80k OTE + uncapped commission structure.
    • 40% on company-provided leads.
    • We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.
    • This is an opportunity for a polished Financial Planner to take on a high-quality existing client bank in a supportive, well-resourced team with in-house…
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IFA Administrator
Sammons Recruitment Group
Farnham
£34,000 - £40,000 a year
Permanent, Full-time
Apply now

Job details

£34,000 - £40,000 a year
Permanent, Full-time
Farnham

Full job description

Our client is seeking an experienced IFA Administrator to join their team near Farnham, Surrey. This is a great opportunity for someone with a strong background in financial planning administration, supporting advisers and ensuring client cases are progressed efficiently.

What’s on Offer?

  • Job type: Full time, permanent
  • Location: Farnham, Surrey
  • Salary: Up to £40,000 p/a

Key Responsibilities:

  • Provide administration support to financial advisers and the wider financial planning team.
  • Prepare client paperwork and process applications accurately and efficiently.
  • Liaise with clients, financial providers and other relevant parties.
  • Maintain accurate client records and update internal systems.
  • Monitor and progress cases to ensure deadlines are met.
  • Provide a professional and responsive service to clients and advisers.

Skills, Experience, and Training Requirements:

  • Minimum 2 years’ experience in IFA, financial planning or relevant financial services administration.
  • Experience supporting financial advisers or working within an IFA environment.
  • Strong administrative and organisational skills.
  • Excellent attention to detail and accuracy.
  • Confident communicating with clients and financial providers.
  • Experience using CRM or financial planning systems is desirable.

Our Ideal Candidate:

An organised and detail-focused financial services professional with genuine IFA or financial planning administration experience. You will be confident managing your own workload, communicating with clients and providers, and supporting advisers to ensure cases progress smoothly.

How to Apply:

If you have the relevant IFA administration experience and are looking for your next career opportunity, we would really like to hear from you. Apply directly through this advert with your CV.

Pay: £34,000.00-£40,000.00 per year

Work Location: In person

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